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Tom Tillery Webcast: Updates in Estate Planning-A Review of 2014 Changes and Their Impact on Clients

Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, July 25, 2014.

 
 
Tom Tillery
Tom Tillery
PRLog - Jul. 16, 2014 - ATLANTA -- Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, July 25, 2014. Tom Tillery, Vice President of Paraklete® Financial, Inc. will be presenting 'Updates in Estate Planning: A Review of 2014 Changes and Their Impact on Clients' Estate Plans.' The course is approved for one hour of CPE and CE.

Topics to be addressed will be: an overview of the estate planning process: regulatory updates on the DOMA decision and it's continuing impact on the personal financial planning process; standalone retirement trusts and asset protection; continued use of GRATs; the use of discounts for lack of marketability in estate planning.

Paraklete® Financial, Inc. (PFI) is a "true fee-only" financial planning firm. PFI provides integrated financial planning services to individuals and families, businesses, estates, trusts, charities and foundations without managing assets and without selling products. The firm also assists CPAs around the country with the integration of holistic financial planning into their practices.

Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF is Vice President  and Chief Compliance Officer of Paraklete® Financial, Inc.  Paraklete® provides integrated fee-for-service financial planning without asset management or product sales.  The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity.   Mr. Tillery has more than 30 years of experience in personal financial planning, providing services to businesses and individuals.

Tom earned a M.S. in Financial Services from The American College and an M.A. in Education from The Southern Baptist Theological Seminary.  He is an active member of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council, National Association of Personal Financial Advisors (NAPFA) and the Society of Financial Service Professionals.

Tom is a frequent speaker and writer on all topics relating to personal financial planning.  He has written personal financial planning curriculum for several universities and on-line providers.  Tom holds the singular position of being the only instructor who has moderated both the CFP® and CPA/PFS Live Reviews – his pass rate for both exams exceeds the national averages!  In his spare time Tom is also an Arbitrator for the Financial Industry Regulatory Authority.

Tom and his family reside in Kennesaw, Georgia.


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Contact Email:
***@parakletefinancial.com Email Verified
Source:Paraklete® Financial, Inc.
City/Town:Atlanta - Georgia - United States
Industry:Accounting, Finance
Tags:personal financial planning, estate planning, CPA/PFS, cfp, doma
Shortcut:prlog.org/12349015
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